RAND WEALTH, LLC
13F Portfolio Filings
- Most recent 13FQ3 2018
- Locationbaltimore, MD
- CIK0001540141
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
230 | $893.00 M | AGG, SPSB, BSV, VANGUARD WORLD FDS | 13F-HR | Nov 13, 2018 | 000108514618002635 | ||
231 | $895.71 M | AGG, SPSB, BSV, VSS | 13F-HR | Jul 17, 2018 | 000154014118000005 | ||
223 | $889.94 M | AGG, SPSB, BSV, VSS | 13F-HR | Apr 16, 2018 | 000154014118000004 | ||
225 | $913.97 M | AGG, SPSB, BSV, VSS | 13F-HR | Feb 5, 2018 | 000154014118000001 | ||
220 | $867.04 M | AGG, BSV, SPSB, VSS | 13F-HR | Oct 23, 2017 | 000154014117000011 | ||
213 | $738.10 M | SPSB, WFC, VSS, VANGUARD WORLD FDS | 13F-HR | Jul 31, 2017 | 000154014117000009 | ||
210 | $832.22 M | AGG, BSV, SPSB, WFC | 13F-HR | Apr 26, 2017 | 000154014117000007 | ||
209 | $792.17 M | BSV, WFC, VEU, VANGUARD WORLD FDS | 13F-HR | Feb 9, 2017 | 000154014117000002 | ||
215 | $766.31 M | BSV, VEU, SPSB, VANGUARD WORLD FDS | 13F-HR | Nov 4, 2016 | 000154014116000017 | ||
215 | $740.22 M | BSV, SPSB, VEU, WFC | 13F-HR | Aug 5, 2016 | 000154014116000015 | ||
216 | $718.48 M | BSV, SPSB, VEU, WFC | 13F-HR | Apr 29, 2016 | 000154014116000014 | ||
215 | $708.27 M | BSV, WFC, SPSB, VEU | 13F-HR | Jan 27, 2016 | 000154014116000011 | ||
209 | $683.01 M | BSV, WFC, VANGUARD WORLD FDS, VANGUARD WORLD FDS | 13F-HR | Oct 29, 2015 | 000154014115000010 | ||
210 | $739.81 M | BSV, KRE, VEU, SPSB | 13F-HR | Jul 28, 2015 | 000154014115000008 | ||
212 | $744.92 M | BSV, KRE, VEU, SPSB | 13F-HR | May 4, 2015 | 000154014115000006 | ||
216 | $728.51 M | BSV, KRE, SPSB, VEU | 13F-HR | Jan 30, 2015 | 000154014115000001 | ||
207 | $690.18 M | BSV, KRE, VEU, VANGUARD WORLD FDS | 13F-HR | Oct 31, 2014 | 000154014114000010 | ||
210 | $698.46 M | BSV, KRE, VEU, HYG | 13F-HR | Aug 12, 2014 | 000154014114000006 | ||
196 | $577.45 M | VEU, WFC, VANGUARD WORLD FDS, VANGUARD WORLD FDS | 13F-HR | Apr 29, 2014 | 000154014114000003 | ||
189 | $565.10 M | VEU, CHV, VANGUARD WORLD FDS, WFC | 13F-HR | Jan 28, 2014 | 000154014114000002 |